LONDON CO OF VIRGINIA - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, LONDON CO OF VIRGINIA held in its portfolio 170 assets valued at $17,332,760,892 (i.e. $17.33B).
The most valuable assets in the portfolio included: APPLE INC ($656.77M), NORFOLK SOUTHN CORP ($522.84M), and CORNING INC ($509.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 170 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LONDON CO OF VIRGINIA - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 2415820 | 656771301 | COM |
| NORFOLK SOUTHN CORP | 1810853 | 522838063 | COM |
| CORNING INC | 5823446 | 509902370 | COM |
| BERKSHIRE HATHAWAY INC DEL | 996386 | 500848596 | CL B NEW |
| BLACKROCK INC | 421889 | 451585370 | COM |
| SCHWAB CHARLES CORP | 4105993 | 410231531 | COM |
| AERCAP HOLDINGS NV | 2761384 | 396978060 | SHS |
| PROGRESSIVE CORP | 1692345 | 385386366 | COM |
| TE CONNECTIVITY PLC | 1597254 | 363397676 | ORD SHS |
| ARMSTRONG WORLD INDS INC NEW | 1866241 | 356641429 | COM |
| JOHNSON & JOHNSON | 1718193 | 355584202 | COM |
| PHILIP MORRIS INTL INC | 2158010 | 346148714 | COM |
| NEWMARKET CORP | 492820 | 338706758 | COM |
| AIR PRODS & CHEMS INC | 1358082 | 335480613 | COM |
| CINCINNATI FINL CORP | 2050554 | 334900780 | COM |
| MICROSOFT CORP | 682175 | 329924046 | COM |
| TEXAS INSTRS INC | 1854025 | 321658579 | COM |
| LOWES COS INC | 1320289 | 318406114 | COM |
| DOLLAR TREE INC | 2537874 | 312184368 | COM |
| SOMNIGROUP INTERNATIONAL INC | 3472812 | 310053632 | COM |
| CHEVRON CORP NEW | 2000668 | 304925814 | COM |
| CHURCHILL DOWNS INC | 2620723 | 298187041 | COM |
| DOMINION ENERGY INC | 4778330 | 279963362 | COM |
| CUMMINS INC | 542656 | 277014824 | COM |
| ENTEGRIS INC | 3169391 | 267022060 | COM |
| CISCO SYS INC | 3407829 | 262506260 | COM |
| ALPHABET INC | 805540 | 252778452 | CAP STK CL C |
| CHUBB LIMITED | 802837 | 250591105 | COM |
| ALTRIA GROUP INC | 3839122 | 221364800 | COM |
| NORTHROP GRUMMAN CORP | 383058 | 218440979 | COM |
| STARBUCKS CORP | 2537928 | 213720706 | COM |
| MOELIS & CO | 3061979 | 210480800 | CL A |
| ALLISON TRANSMISSION HLDGS I | 2099988 | 205589166 | COM |
| FASTENAL CO | 5039665 | 202242570 | COM |
| M & T BK CORP | 975521 | 196548906 | COM |
| ALLY FINL INC | 4314895 | 195421760 | COM |
| UNITEDHEALTH GROUP INC | 582841 | 192411107 | COM |
| WATERS CORP | 504674 | 191694964 | COM |
| STERIS PLC | 740436 | 187716385 | SHS USD |
| KEYSIGHT TECHNOLOGIES INC | 917882 | 186505324 | COM |
| VULCAN MATLS CO | 646566 | 184414977 | COM |
| CBRE GROUP INC | 1096232 | 176263845 | CL A |
| COOPER COS INC | 2074379 | 170016474 | COM |
| PAYCHEX INC | 1445883 | 162201402 | COM |
| OLD DOMINION FREIGHT LINE IN | 1030574 | 161594746 | COM |
| OTIS WORLDWIDE CORP | 1845843 | 161234755 | COM |
| UNIFIRST CORP MASS | 835370 | 161145741 | COM |
| FIDELITY NATL INFORMATION SV | 2420425 | 160861742 | COM |
| POST HLDGS INC | 1586633 | 157157079 | COM |
| LENNOX INTL INC | 315164 | 153039661 | COM |
| AVANTOR INC | 11936522 | 136792547 | COM |
| BALL CORP | 2505696 | 132726932 | COM |
| BRUKER CORP | 2783125 | 131113553 | COM |
| WHITE MTNS INS GROUP LTD | 58697 | 121996162 | COM |
| COPART INC | 3007359 | 117738228 | COM |
| APTARGROUP INC | 910151 | 111002549 | COM |
| CROWN CASTLE INC | 1227261 | 109068716 | COM |
| MARTIN MARIETTA MATLS INC | 170480 | 106151042 | COM |
| POOL CORP | 433463 | 99155501 | COM |
| VISA INC | 282707 | 99148172 | COM CL A |
| LAMB WESTON HLDGS INC | 2078791 | 87080873 | COM |
| REPUBLIC SVCS INC | 383498 | 81274731 | COM |
| HANOVER INS GROUP INC | 391468 | 71550439 | COM |
| AMPHENOL CORP NEW | 524534 | 70886091 | CL A |
| OREILLY AUTOMOTIVE INC | 755714 | 68928674 | COM |
| MURPHY USA INC | 170315 | 68729839 | COM |
| ACI WORLDWIDE INC | 1401837 | 67022143 | COM |
| MARZETTI COMPANY | 365000 | 60014849 | COM |
| FEDEX CORP | 203352 | 58740259 | COM |
| CASELLA WASTE SYS INC | 547044 | 53578471 | CL A |
| ISHARES TR | 789943 | 52136505 | CORE S&P MCP ETF |
| QUALYS INC | 389254 | 51733292 | COM |
| FIRST INDL RLTY TR INC | 820034 | 46963817 | COM |
| EQUITABLE HLDGS INC | 970930 | 46264814 | COM |
| CCC INTELLIGENT SOLUTIONS HL | 5733903 | 45584542 | COM |
| DECKERS OUTDOOR CORP | 387314 | 40153504 | COM |
| HENRY JACK & ASSOC INC | 208436 | 38036610 | COM |
| CHURCH & DWIGHT CO INC | 427366 | 35834639 | COM |
| CREDIT ACCEP CORP MICH | 79337 | 35186122 | COM |
| AXALTA COATING SYS LTD | 1058342 | 34195157 | COM |
| ZEBRA TECHNOLOGIES CORPORATI | 139594 | 33897940 | CL A |
| ACUSHNET HLDGS CORP | 422887 | 33755015 | COM |
| LANDSTAR SYS INC | 229155 | 32930007 | COM |
| REVOLVE GROUP INC | 1061837 | 32056903 | CL A |
| VONTIER CORPORATION | 847183 | 31498342 | COM |
| MATSON INC | 252114 | 31149126 | COM |
| BROWN FORMAN CORP | 1181778 | 30797231 | CL B |
| GATES INDL CORP PLC | 1411837 | 30312159 | ORD SHS |
| ESSENTIAL PPTYS RLTY TR INC | 1014490 | 30089816 | COM |
| ATLANTIC UN BANKSHARES CORP | 847406 | 29913485 | COM |
| NVIDIA CORPORATION | 159200 | 29690800 | COM |
| ISHARES TR | 140864 | 29629334 | RUS 1000 VAL ETF |
| ISHARES TR | 41699 | 28566657 | CORE S&P500 ETF |
| GRAHAM HLDGS CO | 24963 | 27428013 | COM CL B |
| INGEVITY CORP | 448770 | 26558378 | COM |
| ATKORE INC | 411729 | 26042072 | COM |
| SAIA INC | 78519 | 25640432 | COM |
| ELI LILLY & CO | 23789 | 25565563 | COM |
| ELEMENT SOLUTIONS INC | 1005972 | 25139360 | COM |
| TORO CO | 309838 | 24390978 | COM |
| EPLUS INC | 277521 | 24338875 | COM |
| CTS CORP | 554625 | 23776867 | COM |
| PRICESMART INC | 190017 | 23309714 | COM |
| HAEMONETICS CORP MASS | 263565 | 21125001 | COM |
| ALEXANDER & BALDWIN INC NEW | 802740 | 16568583 | COM |
| NORWEGIAN CRUISE LINE HLDG L | 706163 | 15761558 | SHS |
| HOME DEPOT INC | 43562 | 14989684 | COM |
| LIBERTY LIVE HOLDINGS INC | 178952 | 14881648 | COM SHS SER C |
| VAIL RESORTS INC | 102714 | 13641360 | COM |
| INTERPARFUMS INC | 154684 | 13122061 | COM |
| ISHARES TR | 52515 | 12927548 | RUSSELL 2000 ETF |
| COCA COLA CO | 167585 | 11715867 | COM |
| ISHARES TR | 30455 | 11373154 | RUS 1000 ETF |
| CERTARA INC | 1249237 | 11005787 | COM |
| ENOVIS CORPORATION | 371972 | 9909396 | COM |
| MARTEN TRANS LTD | 840576 | 9565774 | COM |
| TREX CO INC | 252509 | 8858202 | COM |
| GREAT LAKES DREDGE & DOCK CO | 584424 | 7667643 | COM |
| BERKSHIRE HATHAWAY INC DEL | 10 | 7548000 | CL A |
| DEERE & CO | 14908 | 6940718 | COM |
| CRH PLC | 40964 | 5112307 | ORD |
| TAIWAN SEMICONDUCTOR MFG LTD | 15241 | 4631587 | SPONSORED ADS |
| CSX CORP | 105837 | 3836591 | COM |
| WILLIS TOWERS WATSON PLC LTD | 10483 | 3444714 | SHS |
| CARMAX INC | 70360 | 2718710 | COM |
| ICON PLC | 14438 | 2630901 | SHS |
| MAGNUM ICE CREAM CO NV | 165541 | 2627327 | ORD SHS |
| PENSKE AUTOMOTIVE GRP INC | 15816 | 2503586 | COM |
| NIKE INC | 36202 | 2306429 | CL B |
| ALCON AG | 27960 | 2232285 | ORD SHS |
| SPDR S&P 500 ETF TR | 3242 | 2211462 | TR UNIT |
| GATX CORP | 12150 | 2060640 | COM |
| TREDEGAR CORP | 283273 | 2033922 | COM |
| BRISTOL-MYERS SQUIBB CO | 37453 | 2020215 | COM |
| DUKE ENERGY CORP NEW | 16961 | 1987999 | COM NEW |
| WELLS FARGO CO NEW | 19790 | 1844428 | COM |
| NETFLIX INC | 16100 | 1509536 | COM |
| UTZ BRANDS INC | 144413 | 1499007 | COM CL A |
| COSTCO WHSL CORP NEW | 1730 | 1491848 | COM |
| AMAZON COM INC | 6400 | 1477248 | COM |
| MONDELEZ INTL INC | 26138 | 1407009 | CL A |
| EXXON MOBIL CORP | 11415 | 1373681 | COM |
| PACCAR INC | 11992 | 1313244 | COM |
| SHERWIN WILLIAMS CO | 3900 | 1263717 | COM |
| HERSHEY CO | 6808 | 1238920 | COM |
| BURFORD CAP LTD | 105708 | 942915 | ORD SHS |
| UDR INC | 23373 | 857322 | COM |
| LPL FINL HLDGS INC | 2270 | 810776 | COM |
| TARGET CORP | 8275 | 808880 | COM |
| C H ROBINSON WORLDWIDE INC | 4767 | 766343 | COM NEW |
| VANGUARD INDEX FDS | 3494 | 730693 | EXTEND MKT ETF |
| ACCENTURE PLC IRELAND | 2601 | 697848 | SHS CLASS A |
| ISHARES TR | 6495 | 625302 | RUS MID CAP ETF |
| TESLA INC | 1269 | 570695 | COM |
| SONY GROUP CORP | 22000 | 563200 | SPONSORED ADR |
| GENERAL DYNAMICS CORP | 1657 | 557846 | COM |
| TOWNEBANK PORTSMOUTH VA | 16369 | 546234 | COM |
| BANK AMERICA CORP | 8233 | 452815 | COM |
| PFIZER INC | 17061 | 424819 | COM |
| SERVICE CORP INTL | 5416 | 422286 | COM |
| MERCK & CO INC | 3869 | 407277 | COM |
| LIVE NATION ENTERTAINMENT IN | 2780 | 396150 | COM |
| AMERICAN FINL GROUP INC OHIO | 2700 | 369036 | COM |
| PACKAGING CORP AMER | 1620 | 334093 | COM |
| VANGUARD INDEX FDS | 1275 | 328900 | SMALL CP ETF |
| ISHARES TR | 580 | 224511 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 747 | 216831 | MID CAP ETF |
| BROADRIDGE FINL SOLUTIONS IN | 922 | 205842 | COM |
| BRIGHTSTAR LOTTERY PLC | 10600 | 164088 | SHS USD |
| ISHARES TR | 47 | 5678 | CORE S&P SCP ETF |